Eagle Bluffs Wealth Management LLC
CIK: 0001906547SEC EDGAR →
Portfolio Value
$246.7M
Holdings
80
As of
Q4 2025
New Positions
80
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BLACKROCK TAX MUNICPAL BD TR | 2,112,255 | $34.5M | 13.97% |
| 2 | ISHARES INC | 200,319 | $14.6M | 5.90% |
| 3 | ISHARES TR | 349,694 | $13.8M | 5.59% |
| 4 | NUVEEN TAXABLE MUNICPAL INM | 836,438 | $13.2M | 5.36% |
| 5 | NVIDIA CORPORATION | 61,002 | $11.4M | 4.61% |
| 6 | NUVEEN QUALITY MUNCP INCOME | 689,347 | $8.3M | 3.36% |
| 7 | NUVEEN AMT FREE QLTY MUN INC | 644,467 | $7.5M | 3.04% |
| 8 | VERTIV HOLDINGS CO | 43,963 | $7.1M | 2.89% |
| 9 | ALPHABET INC | 20,918 | $6.5M | 2.65% |
| 10 | J P MORGAN EXCHANGE TRADED F | 108,325 | $6.4M | 2.58% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (80)
$34.5M · 2.1M shares
$14.6M · 200K shares
$13.8M · 350K shares
$13.2M · 836K shares
$11.4M · 61K shares
$8.3M · 689K shares
$7.5M · 644K shares
$7.1M · 44K shares
$6.5M · 21K shares
$6.4M · 108K shares
$6.2M · 5K shares
$6.1M · 149K shares
$5.8M · 100K shares
$5.5M · 16K shares
$4.6M · 10K shares
$4.5M · 40K shares
$4.3M · 93K shares
$4.3M · 105K shares
$4.2M · 9K shares
$4.2M · 42K shares
$4.2M · 13K shares
$3.9M · 41K shares
$3.7M · 43K shares
$3.3M · 19K shares
$3.2M · 13K shares
$2.9M · 38K shares
$2.9M · 56K shares
$2.8M · 4K shares
$2.5M · 4K shares
$2.3M · 14K shares
$2.3M · 16K shares
$2.2M · 9K shares
$2.1M · 34K shares
$2.0M · 17K shares
$2.0M · 7K shares
$1.9M · 15K shares
$1.8M · 36K shares
$1.7M · 2K shares
$1.5M · 3K shares
$1.5M · 10K shares
$1.4M · 17K shares
$1.3M · 48K shares
$1.3M · 5K shares
$1.3M · 68K shares
$1.0M · 7K shares
$941K · 4K shares
$853K · 43K shares
$827K · 7K shares
$803K · 16K shares
$781K · 15K shares
$777K · 2K shares
$708K · 4K shares
$662K · 1K shares
$653K · 2K shares
$627K · 6K shares
$606K · 49K shares
$598K · 4K shares
$572K · 3K shares
$519K · 3K shares
$518K · 1K shares
$510K · 2K shares
$494K · 16K shares
$482K · 14K shares
$468K · 2K shares
$446K · 19K shares
$439K · 2K shares
$421K · 480 shares
$400K · 1K shares
$380K · 2K shares
$345K · 1K shares
$321K · 5K shares
$269K · 439 shares
$267K · 2K shares
$249K · 6K shares
$240K · 2K shares
$240K · 1K shares
$220K · 3K shares
$218K · 993 shares
$217K · 203 shares
$155K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 13 | $86.5M | 35.1% |
| Financial Services | 27 | $78.0M | 31.6% |
| Unknown | 3 | $21.6M | 8.7% |
| Industrials | 11 | $17.7M | 7.2% |
| Communication Services | 5 | $15.5M | 6.3% |
| Consumer Cyclical | 5 | $8.0M | 3.2% |
| Healthcare | 6 | $5.9M | 2.4% |
| Basic Materials | 4 | $5.7M | 2.3% |
| Consumer Defensive | 2 | $4.7M | 1.9% |
| Energy | 3 | $2.6M | 1.0% |
| Utilities | 1 | $518K | 0.2% |